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About Ascot Estate Planning

A private client practice, built on trust.

Sister firm to Ascot Wealth Management, we exist to protect what families have built, and to ensure it passes on with the care and precision it deserves.

Our practice

Financial and legal expertise, held within a single practice.

Ascot Estate Planning was established in 2010 as a department of Ascot Wealth Management, by former investment banking professional Mark Insley. It expanded so rapidly that it branched out into its own separate company.

Our approach draws on both the financial and the legal sector, so every client's estate is organised for protection and for tax, with structures designed to endure.

We build bespoke plans for estates of every size, specialising in Wills, Trusts, Inheritance Tax planning, Care Home and Advance Life Planning, and Lasting Powers of Attorney. Every client has access to STEP-qualified and FCA-regulated advisers.

What we hold to

Four ideas, quietly at the centre of every engagement.

Under one roof

Financial and legal expertise, held within a single practice, so every plan is considered from both sides.

Bespoke by nature

Every estate plan is tailored to the client, whatever the size or shape of the estate.

Properly qualified

Access to STEP-qualified and FCA-regulated advisers throughout your engagement.

In it for the long term

We remain in place to review your plan as your family, your assets and the law continue to change.

The team

The people behind your plan.

Highly trained professionals who guide you through every step, so your planning is as effective as possible.

Portrait of Mark Insley

Mark Insley

Managing Director, Ascot Wealth Management Ltd & Ascot Estate Planning Ltd

Mark established Ascot Wealth Management in 2010 following a career in investment banking, principally in lending, collateral analysis and trading.

Under his leadership the firm has grown into a respected advice practice, with its main services being Financial Advice, Wealth Management, and Estate & Tax Planning.

A strong believer in using technology in finance to help clients monitor their investments wherever they are, Mark is among a small percentage of younger IFAs helping to change the way the industry works.

Qualifications
  • Managing Director, Ascot Wealth Management Ltd
  • Managing Director, Ascot Estate Planning Ltd
Professional memberships
  • Independent Financial Adviser (IFA)
Portrait of Laura Goult

Laura Goult

Estate Planning Adviser, STEP Affiliate, LLB

Laura leads Ascot Estate Planning Ltd alongside Mark Insley. Having successfully completed a placement year with the company during her Law degree at Bournemouth University, she returned as a graduate; her legal knowledge makes her a valued member of the team.

Laura has been sitting further professional qualifications and is currently completing her STEP Diploma in Trusts and Estates, England and Wales.

She brings extensive experience to her role and is a specialist in Life Assurance, utilising this technique for Inheritance Tax planning.

Qualifications
  • LLB (Bachelor of Laws), Bournemouth University
  • STEP Diploma in Trusts and Estates, England and Wales (in progress)
Professional memberships
  • STEP Affiliate (Society of Trust and Estate Practitioners)
Our journey

A quiet history of considered work.

  1. 2010

    Founded within Ascot Wealth Management

    Established as a department of Ascot Wealth Management by former investment banking professional Mark Insley.

  2. Growth

    A practice in its own right

    The estate planning practice expanded so rapidly that it branched out into its own separate company, Ascot Estate Planning Ltd.

  3. Today

    A specialist private client firm

    Bespoke plans for clients of varying estate sizes, delivered by STEP-qualified and FCA-regulated advisers.

By appointment

Begin with a conversation.

Complimentary and without obligation.

Arrange your consultation